VO Institutional Ownership & Shareholders
VANGUARD MID-CAP ETF (VO) is currently held by 2,478 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $72.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of VO tracked by InsiderSet, reporting ownership valued at approximately $8.86B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.05B, representing an estimated gain of +2.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed VO value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANGUARD MID-CAP ETF (VO).
This page ranks the largest institutional VO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,478
Total Reported Value
$72.48B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$8.86B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 3.55% | 110,769,908 | $8,861,135,630 | $9,045,470,687 | +$184,335,057 | +2.08% | |
| Wells Fargo & Company/Mn | 1.54% | 109,705,786 | $8,838,995,135 | $8,958,574,485 | +$119,579,350 | +1.35% | |
| Bank Of America Corp | 0.38% | 73,987,186 | $5,961,147,589 | $6,041,793,609 | +$80,646,020 | +1.35% | |
| Ubs Group Ag | 0.71% | 55,523,351 | $4,473,516,390 | $4,534,036,843 | +$60,520,453 | +1.35% | |
| Morgan Stanley | 0.15% | 36,272,342 | $2,922,462,646 | $2,961,999,448 | +$39,536,802 | +1.35% | |
| Creative Planning | 1.43% | 32,638,064 | $2,559,476,997 | $2,665,224,306 | +$105,747,309 | +4.13% | |
| Raymond James Financial Inc | 0.69% | 31,257,030 | $2,518,378,941 | $2,552,449,070 | +$34,070,129 | +1.35% | |
| Envestnet Asset Management Inc | 0.47% | 24,776,718 | $1,995,988,906 | $2,023,266,792 | +$27,277,886 | +1.37% | |
| Us Bancorp \De\ | 2.01% | 22,846,853 | $1,840,835,485 | $1,865,674,016 | +$24,838,531 | +1.35% | |
| Natixis Advisors, Llc | 1.62% | 17,885,016 | $1,440,995,000 | $1,460,490,407 | +$19,495,407 | +1.35% | |
| Lpl Financial Llc | 0.26% | 14,368,916 | $1,157,703,457 | $1,173,365,681 | +$15,662,224 | +1.35% | |
| Ameriprise Financial Inc | 0.20% | 12,400,387 | $999,179,626 | $1,012,615,602 | +$13,435,976 | +1.34% | |
| Cibc Bancorp Usa Inc. | 1.04% | 10,483,935 | $844,021,070 | $856,118,132 | +$12,097,062 | +1.43% | |
| Moneta Group Investment Advisors Llc | 6.00% | 10,059,496 | $810,493,630 | $821,458,443 | +$10,964,813 | +1.35% | |
| Mariner, Llc | 0.74% | 8,738,252 | $704,040,828 | $713,565,658 | +$9,524,830 | +1.35% | |
| Jpmorgan Chase & Co | 0.04% | 8,628,563 | $694,340,622 | $704,608,455 | +$10,267,833 | +1.48% | |
| Pnc Financial Services Group, Inc. | 0.37% | 8,482,764 | $683,456,262 | $692,702,508 | +$9,246,246 | +1.35% | |
| Royal Bank Of Canada | 0.09% | 6,796,573 | $547,599,000 | $555,008,151 | +$7,409,151 | +1.35% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.10% | 1,664,360 | $477,970,905 | $135,911,638 | -$342,059,267 | -71.56% | |
| Cetera Investment Advisers | 0.42% | 5,696,979 | $459,005,674 | $465,215,305 | +$6,209,631 | +1.35% | |
| Jmg Financial Group, Ltd. | 10.99% | 5,646,613 | $454,947,649 | $461,102,418 | +$6,154,769 | +1.35% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.50% | 5,399,546 | $435,041,422 | $440,926,926 | +$5,885,504 | +1.35% | |
| Cerity Partners Llc | 0.53% | 5,336,069 | $430,015,686 | $435,743,395 | +$5,727,709 | +1.33% | |
| Allworth Financial Lp | 1.77% | 5,151,020 | $415,017,658 | $420,632,293 | +$5,614,635 | +1.35% | |
| Nicholas Hoffman & Company, Llc. | 7.87% | 4,801,573 | $376,539,377 | $392,096,451 | +$15,557,074 | +4.13% | |
| Bank Of New York Mellon Corp | 0.06% | 4,445,488 | $358,172,927 | $363,018,550 | +$4,845,623 | +1.35% | |
| Goldman Sachs Group Inc | 0.03% | 3,614,235 | $291,198,968 | $295,138,430 | +$3,939,462 | +1.35% | |
| Commonwealth Equity Services, Llc | 0.37% | 3,649,714 | $286,210,608 | $298,035,645 | +$11,825,037 | +4.13% | |
| Bank Of Montreal | 0.10% | 3,516,510 | $283,325,194 | $287,158,207 | +$3,833,013 | +1.35% | |
| Osaic Holdings, Inc. | 0.33% | 3,445,858 | $277,691,298 | $281,388,764 | +$3,697,466 | +1.33% | |
| Midwest Trust Co | 3.07% | 3,514,996 | $275,645,986 | $287,034,573 | +$11,388,587 | +4.13% | |
| Rockefeller Capital Management L.P. | 0.41% | 3,338,684 | $268,997,831 | $272,636,935 | +$3,639,104 | +1.35% | |
| Regions Financial Corp | 1.57% | 3,271,741 | $263,604,173 | $267,170,370 | +$3,566,197 | +1.35% | |
| Beacon Pointe Advisors, Llc | 1.18% | 3,154,240 | $254,137,133 | $257,575,238 | +$3,438,105 | +1.35% | |
| Stifel Financial Corp | 0.20% | 2,923,303 | $235,531,618 | $238,716,923 | +$3,185,305 | +1.35% | |
| Clearstead Advisors, Llc | 2.16% | 2,833,612 | $228,304,134 | $231,392,756 | +$3,088,622 | +1.35% | |
| Baird Financial Group, Inc. | 0.28% | 2,499,328 | $201,370,909 | $204,095,124 | +$2,724,215 | +1.35% | |
| Fifth Third Bancorp | 0.32% | 2,448,570 | $197,281,243 | $199,950,226 | +$2,668,983 | +1.35% | |
| Wealthspire Advisors, Llc | 1.04% | 2,345,040 | $188,939,861 | $191,495,966 | +$2,556,105 | +1.35% | |
| Fmr Llc | 0.01% | 2,278,245 | $183,558,262 | $186,041,487 | +$2,483,225 | +1.35% | |
| Corient Private Wealth Llc | 0.24% | 2,182,308 | $175,828,836 | $178,207,271 | +$2,378,435 | +1.35% | |
| 1832 Asset Management L.P. | 0.21% | 2,157,381 | $173,820,187 | $176,171,732 | +$2,351,545 | +1.35% | |
| Pathstone Holdings, Llc | 0.68% | 597,960 | $171,724,117 | $48,829,414 | -$122,894,703 | -71.57% | |
| Truist Financial Corp | 0.19% | 2,051,852 | $160,906,198 | $167,554,234 | +$6,648,036 | +4.13% | |
| Joel Isaacson & Co., Llc | 4.51% | 1,933,766 | $155,803,552 | $157,911,332 | +$2,107,780 | +1.35% | |
| Bleakley Financial Group, Llc | 1.98% | 1,927,108 | $155,267,066 | $157,367,639 | +$2,100,573 | +1.35% | |
| Kestra Advisory Services, Llc | 0.42% | 1,903,514 | $149,273,561 | $155,440,953 | +$6,167,392 | +4.13% | |
| Catalyst Capital Advisors Llc | 2.37% | 1,864,833 | $146,240,204 | $152,282,263 | +$6,042,059 | +4.13% | |
| Chicago Partners Investment Group Llc | 2.62% | 1,766,151 | $142,652,016 | $144,223,891 | +$1,571,875 | +1.10% | |
| Invictus Private Wealth, Llc | 7.63% | 1,764,095 | $142,133,134 | $144,055,998 | +$1,922,864 | +1.35% |
Frequently asked questions about VO
Who are the largest institutional holders of VO?
The largest institutional holders of VO reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Bank Of America Corp, Ubs Group Ag, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported VO position.
What is VO institutional ownership?
This page tracks VO positions reported by institutional investment managers through SEC Form 13F. VANGUARD MID-CAP ETF (VO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VO?
InsiderSet currently tracks 2,478 institutional managers reporting VO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VO shareholders.
How much VO stock do institutions own?
Institutional investment managers disclosed approximately $72.48B in VO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VO institutional ownership last updated?
The latest VO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VO position after the reporting date.
Are institutions buying or selling VO?
Institutional buying and selling can be analyzed by comparing VO positions across consecutive 13F reporting periods. InsiderSet's VO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VO ownership changes.
How has VO institutional ownership changed over time?
InsiderSet tracks VO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.